Relationship Manager , Premier Banking (Northern) – RHB Bank
Role Summary
The Relationship Manager, Premier Banking (Northern) is responsible for executing sales plans and providing investment and wealth advisory services. This role plays a crucial part in maintaining customer relationships and driving sales performance within the Premier Banking sector.
Job Description
As a Relationship Manager in Premier Banking, you will engage with clients daily, offering tailored financial solutions and ensuring their investment portfolios are well-managed. You will work in a dynamic environment that emphasizes collaboration with sales personnel and adherence to compliance standards.
Key Responsibilities:
- Execute sales plans to achieve business targets.
- Provide investment and wealth advisory services to clients.
- Conduct periodic reviews of investment portfolios.
- Identify cross-selling opportunities to enhance client relationships.
- Collaborate with sales personnel on marketing campaigns.
- Prepare sales performance reports for management review.
- Ensure compliance with bank policies and regulations.
Job Requirements
Degree holder.
Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
Minimum of 2 years’ sales experience, preferably in wealth management and banca products within financial institutions.
Pleasant personality with excellent verbal and written communication skills.
Possess all relevant licenses required for the portfolio.
Strong sales and results-oriented mindset.
Good interpersonal and relationship-building skills.
Quick Info
Company
RHB Bank
Location
Penang
Salary
—
Skills Required
7 skills
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Required Skills
Sales Strategy
Wealth Management
Client Relationship Management
Investment Advisory
Communication
Analytical Thinking
Compliance Awareness
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